Retirement Capital Strategies’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.47M | Sell |
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|
2025
Q1 | $8.63M | Sell |
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|
2024
Q4 | $9.31M | Sell |
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|
2024
Q3 | $9.32M | Buy |
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|
2024
Q2 | $5.22M | Sell |
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|
2024
Q1 | $32.5M | Buy |
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|
2023
Q4 | $22.1M | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $24.3M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.39M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.74M | Sell |
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|
2022
Q1 | $4.46M | Sell |
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|
2021
Q4 | $15.4M | Buy |
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|
2021
Q3 | $13.7M | Buy |
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|
2021
Q2 | $2.73M | Buy |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $2.92M | Hold |
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|
2020
Q3 | $2.52M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.28M | Sell |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $2M | Buy |
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|
2018
Q4 | $966K | Buy |
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